Confluence Wealth Services, Inc. Invesco Exchange Traded Fd Tr Transaction History
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 2024
A detailed history of Confluence Wealth Services, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 8,592 shares of XMHQ stock, worth $857,309. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,592
Previous 27,045
68.23%
Holding current value
$857,309
Previous $2.62 Million
66.43%
% of portfolio
0.07%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding XMHQ
# of Institutions
358Shares Held
39.3MCall Options Held
6.3KPut Options Held
100-
Lpl Financial LLC Fort Mill, SC4.96MShares$495 Million0.23% of portfolio
-
Morgan Stanley New York, NY1.94MShares$194 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.85MShares$185 Million0.17% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$183 Million0.05% of portfolio
-
Stifel Financial Corp St. Louis, MO1.67MShares$167 Million0.18% of portfolio